Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $86B
1-Year Est. Return 17.65%
This Quarter Est. Return
1 Year Est. Return
+17.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.29B
AUM Growth
+$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,896
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$9.38M
3
+$9.03M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$7.59M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.2M

Top Sells

1
+$8.81M
2
+$8.23M
3
+$8.15M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$7.21M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.06M

Sector Composition

1 Technology 11.09%
2 Healthcare 5.37%
3 Financials 5.12%
4 Consumer Discretionary 4.62%
5 Communication Services 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1826
– –
-24,000
1827
– –
-10,510
1828
– –
-1,164
1829
– –
-2,362
1830
– –
-84,400
1831
– –
-1,592
1832
– –
-501
1833
– –
-18,378
1834
– –
-12,458
1835
– –
-3,492
1836
– –
-1,623
1837
– –
-6,497
1838
– –
-7,743
1839
– –
-20,973
1840
– –
-2,647
1841
– –
-11,944
1842
– –
-2,355
1843
– –
-1,100
1844
– –
-1,283
1845
– –
-56,178
1846
– –
-4,263
1847
– –
-6,016
1848
– –
-28,503
1849
– –
-5,444
1850
– –
-17,936
72 73
74
75 76